Understand How Markets Actually Work, Learning.Investing.Thriving.

Marc Rudajev

Understand How Markets Actually Work

Learning.Investing.Thriving.

Learning.Investing.Thriving. is built on a simple idea: If you want to build wealth, you need more than stock tips. You need to understand how markets actually work.

Thematic (Sector/Industry)

<ul>
<li>Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &amp; Doom Report, took the stage to give a keynote. He said something that has never left me.</li>
<li>He told the room that if he had made only three decisions in his entire investing career (which started about 25 years prior), he would have beaten the returns he actually earned running money for a living.</li>
<li>Three decisions, once a decade, and peace of mind in Chiangmai (where Marc lives).</li>
</ul>


Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &amp; Doom Report, took the stage to give a keynote. He said something that has never left me.
He told the room that if he had made only three decisions in his entire investing career (which started about 25 years prior), he would have beaten the returns he actually earned running money for a living.
Three decisions, once a decade, and peace of mind in Chiangmai (where Marc lives).


Episode 57: One Decision a Year To Outperform The S&P

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

<ul>
<li>Netflix’s internal disclosures and 1H25 engagement data formally position anime as a cornerstone of its global content strategy.</li>
<li>Netflix engagement trends reveal that anime growth is not solely a function of new, exclusive Netflix originals. Instead, a substantial volume of viewing hours is driven by the Back-Catalog Effect.</li>
<li>
<a href="https://www.smartkarma.com/entities/ctw-cayman" target="_blank" data-smartkarma-citation="entities:45700:1" rel="noopener">CTW Cayman (CTW US)</a> stands out as a key U.S.-listed small/midcap beneficiary positioned to grow its business as global anime fandom transitions from passive viewing into repeat engagement and spending.</li>
</ul>


Netflix’s internal disclosures and 1H25 engagement data formally position anime as a cornerstone of its global content strategy.
Netflix engagement trends reveal that anime growth is not solely a function of new, exclusive Netflix originals. Instead, a substantial volume of viewing hours is driven by the Back-Catalog Effect.

CTW Cayman (CTW US) stands out as a key U.S.-listed small/midcap beneficiary positioned to grow its business as global anime fandom transitions from passive viewing into repeat engagement and spending.


Netflix Engagement Data Highlights Anime as a Structural Growth Category: CTW Positioned to Benefit

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Netflix, Inc. reported steady progress toward its 2026 financial goals, with second-quarter results showing 12% reported revenue growth and guidance for the third quarter indicating a slight moderation to 11% year-over-year growth on a foreign exchange (FX)-neutral basis.</li><li>Management emphasized that quarterly fluctuations are expected due to the uneven revenue weighting of the prior year and that their focus remains on full-year performance targeting 13% to 14% total revenue growth, equivalent to nearly $6 billion of incremental revenue.</li><li>The company highlighted its extensive untapped potential, with under 45% penetration of approximately 800 million global addressable households and capturing just 7% of the $670 billion addressable revenue market, alongside a 5% global TV view share.</li></ul>

Netflix, Inc. reported steady progress toward its 2026 financial goals, with second-quarter results showing 12% reported revenue growth and guidance for the third quarter indicating a slight moderation to 11% year-over-year growth on a foreign exchange (FX)-neutral basis.Management emphasized that quarterly fluctuations are expected due to the uneven revenue weighting of the prior year and that their focus remains on full-year performance targeting 13% to 14% total revenue growth, equivalent to nearly $6 billion of incremental revenue.The company highlighted its extensive untapped potential, with under 45% penetration of approximately 800 million global addressable households and capturing just 7% of the $670 billion addressable revenue market, alongside a 5% global TV view share.

Netflix’s $670 Billion Opportunity: Can Ads And Live Events Close The Gap?

<ul><li>Netflix reports second-quarter results after the market closes on July 16 with its shares near the lower end of their annual range.</li><li>Wall Street expects revenue of roughly $12.57 billion, representing growth of about 13.5%, alongside earnings of $0.79 per share.</li><li>Management’s own forecast calls for 13% revenue growth and a 32.6% operating margin, down from 34.1% a year earlier as content amortization records its fastest annual increase of 2026.</li></ul>

Netflix reports second-quarter results after the market closes on July 16 with its shares near the lower end of their annual range.Wall Street expects revenue of roughly $12.57 billion, representing growth of about 13.5%, alongside earnings of $0.79 per share.Management’s own forecast calls for 13% revenue growth and a 32.6% operating margin, down from 34.1% a year earlier as content amortization records its fastest annual increase of 2026.

Netflix Earnings Preview Q2: Two Growth Engines Face A Reckoning!

<ul><li>Netflix spent years teaching consumers that television did not need channels, schedules, or oversized subscription packages.</li><li>Now, the company is considering ideas that look surprisingly familiar.</li><li>Reported discussions around continuous programming feeds, third-party subscription packages, sports, podcasts, short videos, and outside broadcasters suggest that Netflix is broadening its ambitions.</li></ul>

Netflix spent years teaching consumers that television did not need channels, schedules, or oversized subscription packages.Now, the company is considering ideas that look surprisingly familiar.Reported discussions around continuous programming feeds, third-party subscription packages, sports, podcasts, short videos, and outside broadcasters suggest that Netflix is broadening its ambitions.

Netflix May Be Rebuilding Television — Here’s What Has Changed!

United States

Netflix Inc. is an Internet subscription service for watching tv shows and movies. Subscribers can instantly watch unlimited TV shows and movies streamed over the Internet to their TVs, computers and mobile devices and in the United States, subscribers can receive standard definition DVDs and Blu-ray Discs delivered to their homes.

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Netflix Inc (NFLX US)

Episode 57: One Decision a Year To Outperform The S&P

Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &...

Marc Rudajev

Netflix Engagement Data Highlights Anime as a Structural Growth Category: CTW Positioned to Benefit

Netflix's anime strategy pays off with increased engagement driven by both new originals and back-catalog content, benefiting companies like CTW...

Vincent Fernando, CFA

Netflix’s $670 Billion Opportunity: Can Ads And Live Events Close The Gap?

Netflix, Inc. reported steady progress toward its 2026 financial goals, with second-quarter results showing 12% reported revenue growth and...

Baptista Research

Netflix Earnings Preview Q2: Two Growth Engines Face A Reckoning!

Netflix reports second-quarter results after the market closes on July 16 with its shares near the lower end of their annual range. Wall Street...

Baptista Research

Netflix May Be Rebuilding Television — Here’s What Has Changed!

Netflix spent years teaching consumers that television did not need channels, schedules, or oversized subscription packages. Now, the company is...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Episode 57: One Decision a Year To Outperform The S&P

Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &...

Marc Rudajev

Netflix Engagement Data Highlights Anime as a Structural Growth Category: CTW Positioned to Benefit

​Netflix's anime strategy pays off with increased engagement driven by both new originals and back-catalog content, benefiting companies like CTW...

Vincent Fernando, CFA

Netflix’s $670 Billion Opportunity: Can Ads And Live Events Close The Gap?

Netflix, Inc. reported steady progress toward its 2026 financial goals, with second-quarter results showing 12% reported revenue growth and...

Baptista Research

Netflix Earnings Preview Q2: Two Growth Engines Face A Reckoning!

Netflix reports second-quarter results after the market closes on July 16 with its shares near the lower end of their annual range. Wall Street...

Baptista Research

Netflix May Be Rebuilding Television — Here’s What Has Changed!

Netflix spent years teaching consumers that television did not need channels, schedules, or oversized subscription packages. Now, the company is...

Baptista Research

Netflix's anime strategy pays off with increased engagement driven by both new originals and back-catalog content, benefiting companies like CTW...